Creating Queries for Records

You can create your own queries, execute them, and save them for later use. Queries that you create are called user-defined queries. In these queries, you can enter your own criteria to locate a specific set of records.

To create a query for records  

1. Navigate to the screen.

2. Do one of the following:

   • In the list or form, click the Magnifying Glass icon.

   • In the list or form, click the Cogwheel icon, and then click New Query.

   • From the application-level menu, choose Query, then New Query.

   • From the application toolbar, click the New Query button.

   • Use the appropriate keyboard shortcut.

   When you invoke the new query command, a blank form or a blank row in a list appears.

3. Enter the query criteria in the appropriate fields.

   A wildcard is automatically assumed at the end of text you enter in the query fields. If you search for Siebe, then all words beginning with the letters Siebe are found.

   If you query a data field that has a calendar select button to display the calendar control, then you must include the date field value in quotes. For more information about entering query criteria, see "Simple Query Operators".

4. Do one of the following:

   • In the list or form, click right-arrow-in-a-circle icon.

   • In the list or form, click the Cogwheel icon, and then click Run Query.

   • From the application-level menu, choose Query, then Run Query.

   • From the application toolbar, click the Run Query button.

   • Use the appropriate keyboard shortcut.

   The query executes, and the records that match the query criteria appear.

5. If you want to save the query, then do the following:

   1. From the application-level menu, choose Query, then Save Query As.

      The Save Query As dialog box appears.

   2. In the Query Name field, enter a name for the query, and click OK.

      The saved query appears in the drop-down list for the Saved Queries field.